16/04/2025 09:44

Telstra Group Ltd (TLS) $4.43

This month, TLS hit our initial $4.40 target area, raising questions about whether it was time to sell. The Telco giant is forecast to yield 4.40% fully franked over the coming 12 months, with its next dividend due in August.

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20/02/2025 17:25

Telstra (TLS) $4.14

TLS +5.61%: Posted a good result meeting estimates on most metrics, with the market mostly excited about capital management – an increased interim dividend and a $750m on-market buyback. 

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24/01/2025 09:24

Telstra Group Ltd (TLS) $3.97

TLS has drifted lower over the last fortnight, with some analysts concerned that its postpaid mobile revenue may disappoint, the potential catalyst. The company releases its half-year result late next month (20th Feb), which may lead to ongoing softness in the stock after its strong move over the last 6 months.

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12/12/2024 09:38

Telstra Group Ltd (TLS) $4.05

Telstra looks great both fundamentally and technically as we head into 2025. CEO Ms Brady has TLS looking at its more profitable companies, mobile phone plans, and InfraCo, which owns data centres—that phrase again!

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04/11/2024 16:50

Telstra Group Ltd (TLS) $3.88

Telstra rallied the most in 16-weeks today on large volume but no specific news - usually a good sign. Potentially, some fund managers were allocating monies into a defensive play ahead of the Trump-Harris vote.

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19/09/2024 09:28

Telstra Group Ltd (TLS) $4.03

TLS delivered a solid FY24 report in August and a mild upgrade to FY25 earnings guidance, helped by price increases across its mobile services, a consumer staple these days. The leading Australian telco has embarked on huge job cuts, with 2,800 announced in May, to lift profits—great for shareholders but, as we found, not service. The telco confirmed in August that it scrapped plans to create an energy business selling power plans as it focuses on its proverbial knitting.

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15/08/2024 16:59

Telstra (TLS) $3.98

TLS +2.1%: A solid FY24 for TLS with a mild upgrade to FY25 earnings guidance saw the stock higher.

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17/07/2024 09:14

Telstra Group (TLS) $3.83

According to the UBS Evidence Lab, which conducts consumer research, its findings suggest that overall churn intentions across the industry remain stable (and low) despite consumers expecting to continue to pay more for telco products. They also think that higher churn is more likely in the more price-sensitive areas of the market, which is not the typical TLS customer.

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22/05/2024 09:21

Telstra Corp (TLS) $3.57

A mixed update from TLS yesterday with a few moving parts; Most of their divisions are performing well, and while the current 18cps dividend looks safe, there are some question marks over growth in earnings and dividends in the next couple of years due to weakness in their enterprise business. This area focuses on providing telecommunications and technology solutions tailored for large organisations and government bodies, and this is struggling, forcing TLS to cut its cost base costing them $200-250m over the next 2 years in one-off restructuring charges.

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02/05/2024 09:40

Telstra Group Ltd (TLS) $3.64

TLS has been nudging 12-month lows over recent weeks, which is rarely a good sign. As it approaches $3.50, we believe value is returning to the telco, but as we discussed last month, TLS needs to address costs to regain investor confidence.

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